Where are you on your path?
Your path to financial clarity and freedom is unique. That’s why we offer these six services — and more, depending on your needs and goals.

Investing
It all starts with a goal (as most big things do). After establishing a long-term target that considers your risk tolerance, we analyze your existing portfolio and ensure it fits with your goals. Ultimately, we’ll make sure you are well diversified, tax-efficient, and cost-effective. We use Charles Schwab & Co. Inc. Institutional to custody all client assets, giving us cutting edge technology and research.
*Charles Schwab & Co. Inc. is the firm that we use to custody our client assets. Charles Schwab & Co. Inc. and White Sand Wealth Management are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab & Co. Inc. does not endorse or recommend any advisor and the use of the Charles Schwab & Co. Inc. logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab & Co. Inc. Institutional, Division of Charles Schwab & Co. Inc., Inc., member FINRA/SIPC. Charles Schwab & Co. Inc. is a trademark jointly owned by Charles Schwab & Co. Inc. IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
Financial Planning
Trusts & Estates
Retirement Planning
Tax Planning
Social Security Planning
If your social security benefits leave you scratching your head, no worries, we have you covered with our very own Registered Social Security Analyst.
Employer Retirement Services
You run your own business, you’re busy we get it. You have great employees and want to keep them. No problem, we can walk you through qualified plan options and help you find the one that makes the most sense for you and those that help make your business hum.
Charitable Strategies
One of the joys of wealth is the gift of giving back. We’ll take a look at the best strategic approach and help make sure your money matters.
Ready to turn your financial vision into a reality?
Let’s Talk.
Stay In Touch